Unclaimed
Jeffrey Allan Sexton is an Investment Advisor Representative with Demeter Tactical Investments Corp. Jeffrey has been in the industry since 1997. He is a Registered Investment Advisor in Kentucky, Texas, and Wyoming. Jeffrey has experience working with high-net-worth individuals, and other individuals. Jeffrey also has experience working with individuals that are investing in private funds. Jeffrey's primary focus is providing portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
WY
03/07/2024 - Present
Demeter Tactical Investments Corp. (SHERIDAN WY)
NY
08/30/2013 - 11/17/2021
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
ME
06/15/2009 - 09/24/2009
PROFESSIONAL FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
ME
08/30/2007 - 06/04/2009
PROFESSIONAL FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
KY
04/02/2007 - 06/07/2007
MORGAN STANLEY & CO., INCORPORATED (LOUISVILLE KY)
KY
10/24/2003 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
NY
12/15/1997 - 11/03/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/22/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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